+5.0%
UAL vs LULU
-49.9%
+54.9%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -17.4% | +19.9% | +7.8% |
| 7D | +0.7% | -16.7% | +17.4% | +5.7% |
| 30D | -16.1% | -18.5% | +2.4% | -11.5% |
| 3M | +6.1% | -19.5% | +25.6% | +11.9% |
| 6M | +10.8% | -41.9% | +52.8% | +28.9% |
| YTD | -0.4% | -51.6% | +51.2% | +20.2% |
| 1Y | +5.0% | -51.2% | +56.2% | +21.3% |
| All | +5.0% | -49.9% | +54.9% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LULU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling